STRATEGY STUDIO / PUBLIC DATA EXPLORER

CHINESE HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA INC

Cite this

Plain text CHINESE HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA INC. Strategy Studio, nonprofit organization profile, tax years 2014–2024. https://strategystudio.org/org/953155357. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). CHINESE HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA INC [Nonprofit organization profile; tax years 2014–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/953155357

MLA “CHINESE HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA INC.” Strategy Studio, tax years 2014–2024, https://strategystudio.org/org/953155357. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2014–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $177K · expenses $109K · assets $1.3M

EIN
95-3155357
Address
415 BERNARD ST, LOS ANGELES, CA 90012-1703
Website
WWW.CHSSC.ORG
NTEE code
A800
Subsection
501(c)(3)
Ruling year
1977
Cross-check
ProPublica Nonprofit Explorer

Mission

To bring together people with a mutual interest in the important history and historical role of Chinese and Chinese Americans in Southern California; To pursue, preserve and communicate knowledge of this history; and To promote the heritage of the Chinese and Chinese American community in support of a better appreciation of our rich, multi-cultural society of the United States.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 44 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

44 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Susan Dickson Secretary2014-2024 20 $0 reported 4
Eugene Moy President2014-2024 20 $0 reported 2
Steven Tom Treasurer2024 20 $0 reported 1
Robert Chong Vice-President2023-2024 20 $0 reported 1
Laureen Hom Director2020-2024 5 $0 reported 1
Gordon Hom Director2014-2024 10 $0 reported 2
Linda Bentz Director2015-2024 15 $0 reported 1
Angela Lancaster Director2020-2024 10 $0 reported 1
Albert Lowe Director2023-2024 10 $0 reported 1
David Castro Director2024 20 $0 reported 1
Isaac Chu Director2024 10 $0 reported 1
Susie Ling Director2024 10 $0 reported 1
Ricky Leo (former) President FY2024 [Vice President FY2023]2021-2023 20 $0 reported 1
Franklin Mah (former) Treasurer FY2023 & FY20242015-2023 20 $0 reported 1
Lauren Hom (former) Membership Secretary FY2024 [Secretary FY2023]2021-2023 20 $0 reported 1
Calvin Cheng (former) Director FY20242023 10 $0 reported 1
Cindy Fong (former) Director FY2023 & FY20242020-2023 10 $0 reported 1
Annalise Harlow (former) Director FY20242023 10 $0 reported 1
Grace Leo (former) Director FY2023 & FY20242021-2023 10 $0 reported 1
Felicia Tabing (former) Director FY2023 & FY20242020-2023 10 $0 reported 1
Caitlin Bryant (former) [Membership Secretary FY2023]2020-2023 20 $0 reported 1
Bak Jong (former) [Director FY2023]2020-2023 10 $0 reported 1
Howard Wang (former) Director FY20222020-2022 10 $0 reported 1
Caitlan Bryant (former) Director FY2020 & FY20212021 10 $0 reported 1
John Chan (former) Director FY20212015-2021 5 $0 reported 1
Teresa Chung (former) Treasurer FY20202016-2020 10 $0 reported 1
Wendy Chung (former) Director FY20202020 5 $0 reported 1
Rick Eng (former) Director2014-2017 0 $0 reported 2
Helen Quon (former) Secretary2014-2017 0 $0 reported 1
Judy Chow (former) Director2017 0 $0 reported 1
Jeannie Chen (former) Director2017 0 $0 reported 1
Donald Loo (former) Director2014-2017 0 $0 reported 2
Winifred Lew (former) Secretary2014-2017 0 $0 reported 1
Richard Liu (former) Director2014-2017 0 $0 reported 1
Gilbert Hom (former) Director2014-2017 0 $0 reported 1
Kelly Fong (former) Director2014-2016 0 $0 reported 1
Simon Chhuor (former) Treasurer2016 0 $0 reported 1
Anthony Tjio (former) Director2016 0 $0 reported 1
Shirley Ng (former) Director2014-2015 0 $0 reported 1
Henry Leong (former) Director2015 0 $0 reported 1
Mei Ong (former) Director2014 0 $0 reported 1
Laura Ng (former) Director2014 0 $0 reported 1
Clement Lai (former) Director2014 0 $0 reported 1
Lawrence Lan (former) Director2014 0 $0 reported 1

People by year

2024 · 12 people listed · none paid · 0 employees · 60 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Eugene Moy President20 $0$0$0 $02
Susan Dickson Secretary20 $0$0$0 $04
Steven Tom Treasurer20 $0$0$0 $01
Robert Chong Vice-President20 $0$0$0 $01
Laureen Hom Director5 $0$0$0 $01
Gordon Hom Director10 $0$0$0 $02
Linda Bentz Director15 $0$0$0 $01
Angela Lancaster Director10 $0$0$0 $01
Albert Lowe Director10 $0$0$0 $01
David Castro Director20 $0$0$0 $01
Isaac Chu Director10 $0$0$0 $01
Susie Ling Director10 $0$0$0 $01
2023 · 17 people listed · none paid · 0 employees · 60 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Ricky Leo President FY2024 [Vice President FY2023]20 $0$0$0 $01
Gordon Hom Vice President FY2024 [Director FY2023]20 $0$0$0 $02
Susan Dickson Secretary FY2024 [VP-Programs FY2023]20 $0$0$0 $04
Franklin Mah Treasurer FY2023 & FY202420 $0$0$0 $01
Lauren Hom Membership Secretary FY2024 [Secretary FY2023]20 $0$0$0 $01
Linda Bentz Director FY2023 & FY202410 $0$0$0 $01
Calvin Cheng Director FY202410 $0$0$0 $01
Robert Chong Director FY202410 $0$0$0 $01
Cindy Fong Director FY2023 & FY202410 $0$0$0 $01
Annalise Harlow Director FY202410 $0$0$0 $01
Angela Lancaster Director FY2023 & FY202410 $0$0$0 $01
Grace Leo Director FY2023 & FY202410 $0$0$0 $01
Albert Lowe Director FY202410 $0$0$0 $01
Felicia Tabing Director FY2023 & FY202410 $0$0$0 $01
Caitlin Bryant [Membership Secretary FY2023]20 $0$0$0 $01
Bak Jong [Director FY2023]10 $0$0$0 $01
Eugene Moy [President FY2023]20 $0$0$0 $02
2022 · 14 people listed · none paid · 0 employees · 51 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Eugene Moy President FY2023 [Director FY2022]20 $0$0$0 $02
Ricky Leo Vice President FY2022 & FY202320 $0$0$0 $01
Susan Dickson VP-Programs FY2023 [President FY2022]20 $0$0$0 $04
Lauren Hom Secretary FY2023 [Director FY2022]20 $0$0$0 $01
Franklin Mah Treasurer FY2022 & FY202320 $0$0$0 $01
Caitlin Bryant Membership Secretary FY2023 [Director FY2022]20 $0$0$0 $01
Linda Bentz Director FY2022 & FY202320 $0$0$0 $01
Cindy Fong Director FY2023 [Secretary FY2022]10 $0$0$0 $01
Gordon Hom Director FY2023 [VP-Programs FY2022]10 $0$0$0 $02
Bak Jong Director FY2022 & FY202310 $0$0$0 $01
Angela Lancaster Director FY2023 [Membership Secretary FY2022]10 $0$0$0 $01
Grace Leo Director FY2022 & FY202310 $0$0$0 $01
Felicia Tabing Director FY2022 & FY202310 $0$0$0 $01
Howard Wang Director FY202210 $0$0$0 $01
2021 · 15 people listed · none paid · 0 employees · 24 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Susan Dickson President FY2021 & FY202220 $0$0$0 $04
Ricky Leo Vice President FY202220 $0$0$0 $01
Gordon Hom Director FY2021 / VP-Programs FY202220 $0$0$0 $02
Cindy Fong Membership Secretary FY2021 / Secretary FY202220 $0$0$0 $01
Franklin Mah Treasurer FY2021 & FY202220 $0$0$0 $01
Angela Lancaster Director FY2021 / Membership Secretary FY202220 $0$0$0 $01
Linda Bentz Director FY2021 & FY202220 $0$0$0 $01
Caitlan Bryant Director FY2020 & FY202110 $0$0$0 $01
Lauren Hom Secretary FY2021 / Director FY202210 $0$0$0 $01
Bak Jong Director FY2021 & FY202210 $0$0$0 $01
Grace Leo Director FY202210 $0$0$0 $01
Eugene Moy Vice President FY2021 / Director FY202220 $0$0$0 $02
Felicia Tabing Director FY2021 & FY202210 $0$0$0 $01
Howard Wang Director FY2021 & FY202210 $0$0$0 $01
John Chan Director FY20215 $0$0$0 $01
2020 · 15 people listed · none paid · 2 employees · 24 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Susan Dickson President FY2020 & FY202120 $0$0$0 $04
Eugene Moy Membership Secretary FY2020 / VP FY202120 $0$0$0 $02
Laureen Hom Director FY2020 / Secretary FY202110 $0$0$0 $01
Franklin Mah Director FY2020 / Treasurer FY202120 $0$0$0 $01
Cindy Fong Director FY2020 / Membership Secretary FY202110 $0$0$0 $01
Linda Bentz Vice President FY2020 / Director FY202120 $0$0$0 $01
Caitlin Bryant Director FY202110 $0$0$0 $01
John Chan Director FY2020 & FY202110 $0$0$0 $01
Gordon Hom VP Programs FY2020 / Director FY202110 $0$0$0 $02
Bak Jong Director FY202110 $0$0$0 $01
Angela Lancaster Director FY202110 $0$0$0 $01
Felicia Tabing Secretary FY2020 / Director FY202110 $0$0$0 $01
Howard Wang Director FY202110 $0$0$0 $01
Teresa Chung Treasurer FY202010 $0$0$0 $01
Wendy Chung Director FY20205 $0$0$0 $01
2017 · 15 people listed · none paid · 3 employees · 32 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GORDON HOM President0 $0$0$0 $02
HELEN QUON Secretary0 $0$0$0 $01
JUDY CHOW Director0 $0$0$0 $01
JEANNIE CHEN Director0 $0$0$0 $01
EUGENE MOY Director0 $0$0$0 $02
TERESA CHUNG Treasurer0 $0$0$0 $01
DONALD LOO Director0 $0$0$0 $02
SUSAN DICKSON MEMBERSHIP SECR0 $0$0$0 $04
LINDA BENTZ Vice President0 $0$0$0 $01
JOHN CHAN VP PROGRAMS0 $0$0$0 $01
FRANKLIN MAH Director0 $0$0$0 $01
WINIFRED LEW Secretary0 $0$0$0 $01
RICHARD LIU Director0 $0$0$0 $01
RICK ENG Director0 $0$0$0 $02
GILBERT HOM Director0 $0$0$0 $01
2016 · 16 people listed · none paid · 3 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GORDON HOM President0 $0$0$0 $02
HELEN QUON Director0 $0$0$0 $01
KELLY FONG Director0 $0$0$0 $01
SIMON CHHUOR Treasurer0 $0$0$0 $01
EUGENE MOY Director0 $0$0$0 $02
TERESA CHUNG Director0 $0$0$0 $01
DONALD LOO Director0 $0$0$0 $02
SUSAN DICKSON MEMBERSHIP SECR0 $0$0$0 $04
ANTHONY TJIO Director0 $0$0$0 $01
LINDA BENTZ Vice President0 $0$0$0 $01
JOHN CHAN VP PROGRAMS0 $0$0$0 $01
FRANKLIN MAH Director0 $0$0$0 $01
WINIFRED LEW Secretary0 $0$0$0 $01
RICHARD LIU Director0 $0$0$0 $01
RICK ENG Director0 $0$0$0 $02
GILBERT HOM Director0 $0$0$0 $01
2015 · 15 people listed · none paid · 4 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GORDON HOM Director0 $0$0$0 $02
HELEN QUON Secretary0 $0$0$0 $01
KELLY FONG MEMBERSHIP SECR0 $0$0$0 $01
EUGENE MOY Director0 $0$0$0 $02
DONALD LOO President0 $0$0$0 $02
SUSAN DICKSON VP PROGRAMS0 $0$0$0 $04
SHIRLEY NG Director0 $0$0$0 $01
LINDA BENTZ Director0 $0$0$0 $01
JOHN CHAN Director0 $0$0$0 $01
HENRY LEONG Director0 $0$0$0 $01
FRANKLIN MAH Director0 $0$0$0 $01
WINIFRED LEW Vice President0 $0$0$0 $01
RICHARD LIU Treasurer0 $0$0$0 $01
RICK ENG Director0 $0$0$0 $02
GILBERT HOM BOD & Officers0 $0$0$0 $01
2014 · 15 people listed · none paid · 4 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GORDON HOM Director0 $0$0$0 $02
HELEN QUON Secretary0 $0$0$0 $01
KELLY FONG MEMBERSHIP SECR0 $0$0$0 $01
MEI ONG Director0 $0$0$0 $01
EUGENE MOY Director0 $0$0$0 $02
LAURA NG Director0 $0$0$0 $01
DONALD LOO President0 $0$0$0 $02
SUSAN DICKSON VP PROGRAMS0 $0$0$0 $04
CLEMENT LAI Director0 $0$0$0 $01
SHIRLEY NG Director0 $0$0$0 $01
LAWRENCE LAN Director0 $0$0$0 $01
WINIFRED LEW Vice President0 $0$0$0 $01
RICHARD LIU Treasurer0 $0$0$0 $01
RICK ENG Director0 $0$0$0 $02
GILBERT HOM BOD & Officers0 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2020 · 1 grant to organizations · $13K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$176,946$108,910 $1,283,564$1,283,564 $140,010$12,256 $0060
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$193,400$115,715 $1,151,806$1,151,806 $156,257$17,559 $0060
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$163,542$122,899 $1,011,140$1,011,140 $145,442$8,749 $0051
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$81,769$55,990 $1,024,926$1,024,926 $90,521$0 $0024
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$86,421$92,280 $938,591$938,591 $82,913$472 $0224
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$96,126$91,947 $647,789$646,789 $37,728$11,926 $0332
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$54,224$80,362 $643,611$642,610 $25,927$11,963 $0325
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$84,585$91,894 $670,912$668,748 $39,778$7,011 $0415
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$131,373$104,931 $677,611$676,057 $79,185$13,966 $0415

Funders of this organization

6 grantors reported grants to this organization, $37,257 in all, tax years 2011 to 2025. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2018 1$12,750 2018$12,750
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CATHAY BANK FOUNDATION Private foundation Fuzzy filed as “CHINESE HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA INC”, “CHINESE HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA INC (CHSSC)” 2024-2025 2$10,000 2025$5,000
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CALIFORNIA HUMANITIES Public charity Exact 2020 1$7,565 2020$7,565
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THE CALIFORNIA ENDOWMENT Private foundation Fuzzy filed as “CHINESE HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA” 2011, 2015-2019 6$6,250 2019$1,250
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AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “CHINESE HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA INC” 2020-2023 4$592 2023$74
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SEMPRA ENERGY FOUNDATION Private foundation Fuzzy filed as “CHINESE HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA INC” 2024 1$100 2024$100
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Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
HISTORICAL SOCIETY OF SOUTHERN CALIFORNIACAA80 $167,089$76,229 EXECUTIVE DIRECTOR$23,400 Same NTEE code A80, revenue within 2x, same state, similar name
WALNUT CREEK HISTORICAL SOCIETYCAA80 $215,255$219,269 President$0 Same NTEE code A80, revenue within 2x, same state
HISTORICAL SOCIETY & MUSEUM FOR THE CA DEPT OF FORESTRYCAA80 $143,412$43,320 TREASURER$0 Same NTEE code A80, revenue within 2x, same state
LITTLE TOKYO HISTORICAL SOCIETYCAA80 $142,372$56,153 President$0 Same NTEE code A80, revenue within 2x, same state
WINDSOR MUSEUM AND HISTORICAL SOCIETYCAA80 $200,337$198,750 DIRECTOR$0 Same NTEE code A80, revenue within 2x, same state
PAN AM HISTORICAL FOUNDATION INCCAA80 $193,634$201,765 Director$15,477 Same NTEE code A80, revenue within 2x, same state
CALIFORNIA HISTORY CENTER FOUNDATIONCAA80 $156,997$52,449 Program Director (FHDA INSTRUCTOR)$294,949 Same NTEE code A80, revenue within 2x, same state
MOFFETT FIELD HISTORICAL SOCIETYCAA80 $189,782$286,337 EXECUTIVE DIRECTOR$46,880 Same NTEE code A80, revenue within 2x, same state
CALIFORNIA CITRUS STATE HISTORIC PARK NON PROFIT MANAGEMENT CORPCAA80 $231,112$291,021 President$0 Same NTEE code A80, revenue within 2x, same state
AMERICAN BEETHOVEN SOCIETYCAA80 $208,915$223,688 Administrator$16,242 Same NTEE code A80, revenue within 2x, same state
MARTIAL ARTS HISTORY MUSEUM INCCAA80 $158,885$146,088 President$0 Same NTEE code A80, revenue within 2x, same state
ITALIAN HERITAGE CELEBRATION INCCAA80 $192,235$158,313 CHAIRMAN$0 Same NTEE code A80, revenue within 2x, same state
SAN RAMON HISTORIC FOUNDATIONCAA80 $133,974$18,146 Board Chair and President$0 Same NTEE code A80, revenue within 2x, same state
CORONA HERITAGE FOUNDATIONCAA80 $156,042$99,308 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state, similar mission
CENTRAL COAST LIGHTHOUSE KEEPERSCAA80 $133,228$133,354 Chair$0 Same NTEE code A80, revenue within 2x, same state, similar mission
HALF MOON BAY HISTORY ASSOCIATIONCAA80 $174,530$65,423 SECRETARY/TR$0 Same NTEE code A80, revenue within 2x, same state
NEVADA CALIFORNIA OREGON RAILWAYCAA80 $189,378$172,373 President$0 Same NTEE code A80, revenue within 2x, same state
GOODFELLOW HISTORICAL FOUNDATIONCAA80 $167,389$69,601 Treasurer$0 Same NTEE code A80, revenue within 2x, same state
PIEDRAS BLANCAS LIGHT STATION ASSOCIATION INCCAA80 $185,606$141,799 Director$0 Same NTEE code A80, revenue within 2x, same state
KELLEY HOUSE MUSEUM INCORPORATEDCAA80 $180,377$178,121 Director$45,002 Same NTEE code A80, revenue within 2x, same state
SANTA MONICA CONSERVANCYCAA80 $186,116$395,610 EXECUTIVE DIRECTOR$92,000 Same NTEE code A80, revenue within 2x, same state
COMMUNITY MEMORIAL MUSEUM ASSOCIATIONCAA80 $140,628$170,537 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
THE TSURAI ANCESTRAL SOCIETYCAA80 $162,204$1,210 CHAIR PERSON$0 Same NTEE code A80, revenue within 2x, same state
VETERANS MEMORIAL & SUPPORT FOUNDATION OF LOS GATOSCAA80 $250,575$76,558 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
MARIN STABLES & TRAILS INCCAA80 $141,001$142,742 DIRECTOR$0 Same NTEE code A80, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$1,653,90249 172016–2024 THE BERNARD AND SHIRLEY KINSEY FOUNDATION FOR ARTS AND EDUCATION; CHESTERFIELD HISTORICAL SOCIETY INC; LITTLE TOKYO HISTORICAL SOCIETY; OLD BRISTOL HISTORICAL SOCIETY and 13 more
BICKERSTAFF FAMILY FOUNDATION Private foundation$1,536,5008 12018–2025 ILLUMINATE FOUNDATION
SHAH HAPPINESS FOUNDATION Private foundation$1,500,0001 12023–2023 ILLUMINATE FOUNDATION
QUAD CITIES GOLF CLASSIC CHARITABLE FOUNDATION DAF sponsor$1,189,02514 12011–2024 JACKSON COUNTY HISTORICAL SOCIETY
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$1,182,43815 52010–2024 SCHMAHL SCIENCE WORKSHOPS; HALF MOON BAY HISTORY ASSOCIATION; A L LEWIS HISTORICAL SOCIETY; CALIFORNIA HISTORY CENTER FOUNDATION and 1 more
TARSADIA FOUNDATION Private foundation$1,028,6008 12014–2024 ILLUMINATE FOUNDATION
DAVID R CLARE AND MARGARET C CLARE FOUNDATION Private foundation$750,0005 12019–2023 ILLUMINATE FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$727,79444 212014–2024 VETERANS MEMORIAL & SUPPORT FOUNDATION OF LOS GATOS; HALF MOON BAY HISTORY ASSOCIATION; SANTA BARBARA CLUB PRESERVATION FOUNDATION; MERIDEN HISTORICAL SOCIETY INCORPORATED and 17 more
KROENKE FAMILY FOUNDATION Private foundation$700,0001 12021–2021 THE BERNARD AND SHIRLEY KINSEY FOUNDATION FOR ARTS AND EDUCATION
FOUNDATION FOR THE CAROLINAS DAF sponsor$500,0001 12024–2024 SOUTHERN APPALACHIAN HISTORICAL ASSOCIATION
UEBERROTH FAMILY FOUNDATION Private foundation$492,0005 12019–2024 ILLUMINATE FOUNDATION
WAYNE COUNTY INDIANA FOUNDATION INC DAF sponsor$462,45513 12011–2024 WAYNE COUNTY INDIANA HISTORICAL SOCIETY
COMMUNITY FOUNDATION OF NORTHERN COLORADO DAF sponsor$461,43415 12010–2024 BERTHOUD HISTORICAL SOCIETY INC
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$402,4006 22019–2024 HALF MOON BAY HISTORY ASSOCIATION; SAINTE CLAIRE HISTORIC PRESERVATION FOUNDATION
WILLOW REDISTRIBUTION FOUNDATION Private foundation$394,0005 12020–2024 FREEDOM ARCHIVES

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $108,910 spent · pay $0 · grants $0 · events $2,845
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $69,093$69,093$0$0 63.4%
Information technology $7,435$300$7,135$0 6.8%
Office expenses $7,180$0$7,180$0 6.6%
All other expenses $6,092$2,342$3,750$0 5.6%
Travel $4,850$3,210$1,640$0 4.5%
Other (as described)Printing & Copying $4,414$0$4,414$0 4.1%
Insurance $3,612$0$3,612$0 3.3%
Other (as described) EventPrograms & Events $2,845$2,845$0$0 2.6%
Other (as described)Property & Sales Tax $2,729$0$2,729$0 2.5%
Other (as described)Payroll Processing $660$0$660$0 0.6%
Total$108,910100%

View the filing

2023 · Form 990 · $115,715 spent · pay $0 · grants $0 · events $7,196
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $74,324$74,324$0$0 64.2%
Occupancy $10,271$0$10,271$0 8.9%
Office expenses $8,077$914$7,163$0 7.0%
Other (as described) Eventa) Programs & Events $6,946$6,946$0$0 6.0%
Information technology $6,567$1,334$5,233$0 5.7%
Other (as described)b) Printing & Copying $5,022$0$5,022$0 4.3%
Insurance $2,514$0$2,514$0 2.2%
Other (as described)c) Payroll Processing $720$0$720$0 0.6%
All other expenses $652$300$352$0 0.6%
Other (as described)d) Dues & Subscriptions $372$129$243$0 0.3%
Conferences, conventions and meetings $250$250$0$0 0.2%
Total$115,715100%

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2022 · Form 990 · $122,899 spent · pay $0 · grants $0 · events $1,378
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $76,296$76,296$0$0 62.1%
Information technology $13,642$250$13,392$0 11.1%
Occupancy $9,457$0$9,457$0 7.7%
Depreciation and depletion $7,222$0$7,222$0 5.9%
Office expenses $5,576$131$5,445$0 4.5%
Other (as described)Printing & Copying $3,676$0$3,676$0 3.0%
Insurance $2,343$0$2,343$0 1.9%
Other (as described) EventPrograms & Events $1,378$1,378$0$0 1.1%
Other (as described)Dues & Subscriptions $1,374$777$597$0 1.1%
Other (as described)Payroll Processing Services $812$0$812$0 0.7%
All other expenses $730$87$643$0 0.6%
Travel $393$393$0$0 0.3%
Total$122,899100%

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2021 · Form 990 · $55,990 spent · pay $0 · grants $0 · events $743
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $30,024$28,124$1,900$0 53.6%
Occupancy $10,912$0$10,912$0 19.5%
Office expenses $5,230$0$5,230$0 9.3%
Insurance $2,354$0$2,354$0 4.2%
Information technology $2,313$915$1,398$0 4.1%
Other (as described)Printing & Copying $1,939$0$1,939$0 3.5%
Depreciation and depletion $1,052$513$539$0 1.9%
Other (as described)Payroll Processing $620$0$620$0 1.1%
Other (as described)Dues & Subscriptions $538$0$538$0 1.0%
Other (as described) EventPrograms & Events $393$393$0$0 0.7%
Conferences, conventions and meetings $350$350$0$0 0.6%
All other expenses $265$200$65$0 0.5%
Total$55,990100%

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2020 · Form 990 · $92,280 spent · pay $10,467 · grants $13,000 · events $3,341
LineAs describedTotalProgramManagementFundraisingShare
Depreciation and depletion $27,721$0$27,721$0 30.0%
Grants to US organizations and governments $13,000$13,000-- 14.1%
Fees: other services $10,050$7,550$2,500$0 10.9%
Other salaries and wages $9,600$202$9,398$0 10.4%
Occupancy $7,056$0$7,056$0 7.6%
Office expenses $5,130$58$5,072$0 5.6%
Other (as described)Printing & Copying $4,776$0$4,776$0 5.2%
Other (as described)Non-Contract Services $3,182$2,250$932$0 3.4%
Insurance $2,928$0$2,928$0 3.2%
Other (as described) EventPrograms & Events $2,841$2,841$0$0 3.1%
All other expenses $1,624$0$1,624$0 1.8%
Information technology $1,576$116$1,460$0 1.7%
Other (as described)Repairs and Maintenance $1,429$0$1,429$0 1.5%
Payroll taxes $867$0$867$0 0.9%
Conferences, conventions and meetings $500$500$0$0 0.5%
Total$92,280100%

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2017 · Form 990 · $91,947 spent · pay $46,813 · grants $0 · events $12,674
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $43,486$6,464$37,022- 47.3%
All other expenses $14,704$988$13,716- 16.0%
Other (as described)Business License $7,763-$7,763- 8.4%
Office expenses $5,123$3,761$1,362- 5.6%
Other (as described)Printing and Publications $4,237-$4,237- 4.6%
Other (as described)MISCELLANEOUS $3,718-$3,718- 4.0%
Other (as described)Professionals $3,633-$3,633- 4.0%
Payroll taxes $3,327$495$2,832- 3.6%
Depreciation and depletion $3,284-$3,284- 3.6%
Insurance $2,672-$2,672- 2.9%
Fundraising events Eventdirect expenses; gross income $51,844$12,674reported apart
Total$91,947100%

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2016 · Form 990 · $80,362 spent · pay $45,920 · grants $0 · events $11,182
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $42,010$6,915$35,095- 52.3%
All other expenses $13,626$373$13,253- 17.0%
Insurance $4,259-$4,259- 5.3%
Other (as described)Business License $4,107-$4,107- 5.1%
Payroll taxes $3,910$691$3,219- 4.9%
Depreciation and depletion $3,394-$3,394- 4.2%
Other (as described)Professionals $3,150-$3,150- 3.9%
Other (as described)Repairs & Maintenance $2,650-$2,650- 3.3%
Other (as described)Printing and Publications $2,631$110$2,521- 3.3%
Office expenses $625$59$566- 0.8%
Fundraising events Eventdirect expenses; gross income $25,040$11,182reported apart
Total$80,362100%

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2015 · Form 990 · $91,894 spent · pay $50,194 · grants $3,000 · events $23,412
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $46,035$6,640$39,395- 50.1%
All other expenses $12,470$289$12,181- 13.6%
Other (as described)Repairs & Maintenance $8,763-$8,763- 9.5%
Other (as described)Internet and computer $4,186-$4,186- 4.6%
Insurance $4,163-$4,163- 4.5%
Payroll taxes $4,159$535$3,624- 4.5%
Other (as described)Professionals $3,497-$3,497- 3.8%
Other (as described)Printing and Publications $3,171-$3,171- 3.5%
Grants to US individuals $3,000$3,000-- 3.3%
Depreciation and depletion $2,273-$2,273- 2.5%
Office expenses $177$60$117- 0.2%
Fundraising events Eventdirect expenses; gross income $60,263$23,412reported apart
Total$91,894100%

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2014 · Form 990 · $104,931 spent · pay $57,924 · grants $2,000 · events $17,340
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $52,702-$52,702- 50.2%
All other expenses $11,688-$11,688- 11.1%
Office expenses $10,806$934$9,872- 10.3%
Other (as described)Printing and Publications $6,254-$6,254- 6.0%
Other (as described)Supplies $5,237$4,072$1,165- 5.0%
Payroll taxes $5,222-$5,222- 5.0%
Other (as described)Professionals $4,676-$4,676- 4.5%
Other (as described)Postage and Shipping $3,001$1,903$1,098- 2.9%
Insurance $2,530-$2,530- 2.4%
Grants to US individuals $2,000$2,000-- 1.9%
Depreciation and depletion $815-$815- 0.8%
Fundraising events Eventdirect expenses; gross income $50,991$17,340reported apart
Total$104,931100%

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